Loan Origination Specialist IV

Join our dynamic team at JPMorgan Chase and make a significant impact by enhancing client relationships and driving profitability.

Apply today to be part of an exciting journey!

Job Summary:

As a Loan Origination Specialist IV in the Equipment Finance team, you will provide thoughtful, accurate, and timely customer response through strong written and verbal communications.

Your role will be crucial in increasing our profitability by maintaining and strengthening our customers' bank relationship.

You will work closely with Sales, Client, Relationship Managers, and Underwriters to document and book Equipment Finance transactions.

Your ability to multi-task effectively, leverage internal resources, and maintain a strong attention to detail will be key in this role.

This position offers the opportunity to work in a fast-paced, collaborative environment where your professional growth and development will be prioritized.

Job Responsibilities:


* Collaborate with Sales, Clients, Relationship Managers, and Underwriters to document and book Equipment Finance transactions.


* Process documentation for equipment finance loan/lease transactions with the Document Support Specialist.


* Engage with internal and external clients to manage expectations and gather necessary items for closing.


* Prepare and send documentation packages.


* Research Sales and PPT tax items.


* Ensure credit and asset conditions are met in compliance with guidelines.


* Work with Internal and External Legal counsel as needed for closing requirements.


* Prepare funding review packages.


* Contribute to projects aimed at improving current processes and procedures.

Required Qualifications, Capabilities, and Skills:


* Minimum of 2 years of Loan Documentation experience.


* Ability to multi-task effectively and leverage internal resources.


* Excellent verbal and written communication skills.


* Strong attention to detail and process orientation.


* Excellent organizational skills and ability to prioritize workload.


* Proficiency in Microsoft Word and Excel.


* Team player with a positive attitude and desire to be part of a collaborative environment.


* Demonstrated ability to work independently and solve problems in a fast-paced environment.


* Knowledge of basic accounting processes and procedures.


* Professional phone etiquette skills.

Preferred Qualifications, Capabilities, and Skills:


* Bachelor's degree.


* 2+ years' experience in Commercial Banking financial services.


* Paralegal certificate or experience.


* Equipment finance/equipment leasing experience.


* Experience with HotDocs/LeasePak is a plus.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

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